Key Points of the Attention Value Market

1. Market Trends

Macroeconomic Environment

Former Federal Reserve Vice Chairman Randall Quarles recently expressed his views, believing that even if Trump is elected president again, it will not affect the independence of the Federal Reserve and economic stability. He clarified some misunderstandings about the independence of the Federal Reserve, pointing out that the president has the right to express opinions on policy, but this does not equate to interfering with the independent decision-making of the Federal Reserve. Quarles anticipates that if Trump is elected, there may be large-scale illegal immigrant deportation actions, but he believes this will not have a significant impact on the labor market.

It is worth noting that Quarles' remarks come at a time when the Consumer Price Index report is about to be released. The report is expected to show that despite a strong job market and a robust economy, inflation in the United States will only cool slightly by the end of 2024. This data may prompt the Federal Reserve to adopt a cautious stance in its future interest rate cut decisions.

web3 field

A well-known asset management company's latest outlook report for 2025 provides an in-depth analysis of Ethereum and Solana. The report believes that Ethereum has a clear advantage in long-term development, which is mainly reflected in its strong fundamentals, including an active developer community, considerable total value locked (TVL), and a stable supply of stablecoins.

In comparison, although Solana shows a more outstanding performance in terms of revenue and TVL growth rate, the report points out that its revenue largely depends on Meme coin trading. This reliance is seen as cyclical, performing well in bull markets but potentially facing challenges in bear markets.

The report also mentioned that both networks plan to undergo significant upgrades. Solana's Firedancer upgrade aims to greatly enhance transaction speed, while Ethereum's Prague/Electra (Pectra) upgrade focuses on improving functionality, scalability, and user security. However, analysts believe that the Pectra upgrade may not attract widespread attention, as it has little impact on the value proposition of ETH from an investment perspective.

2. Hot Events

Macroeconomic Environment

Italy's largest banking group has ventured into cryptocurrency investments for the first time, purchasing 11 bitcoins worth approximately 1 million euros (around 1 million USD). This news initially circulated on online forums and was later officially confirmed by the bank's press department. Although the bank confirmed the transaction, it did not disclose the motives behind the investment or its future cryptocurrency strategy.

It is worth mentioning that the bank has maintained a positive attitude towards blockchain and cryptocurrency. Last July, they collaborated with another financial institution to pilot the issuance of digital bonds worth $27.2 million on a certain public chain.

The trend of large institutional investors buying Bitcoin is becoming increasingly evident. A well-known software company has taken a leading role in this trend, continuously increasing its Bitcoin holdings for 10 consecutive weeks. Other institutions, such as a company referred to as the "Asian version of the software company," have also actively followed suit, recently purchasing 237 Bitcoins at a price of $95,972.

web3 field

As news emerges that Trump may sign an executive order supporting cryptocurrencies on his first day in office, the price of Bitcoin rebounds to $94,000. These orders could overturn some key regulatory measures, including the SEC's Staff Accounting Bulletin No. 121 (SAB 121). This bulletin requires companies holding customer cryptocurrencies to record these assets as liabilities on their balance sheets.

According to media reports, these orders are expected to address major challenges facing the cryptocurrency industry, such as banking restrictions and the controversy surrounding SAB 121. SAB 121 has been criticized by the industry, and lawmakers have attempted to abolish it, but the current president vetoed that proposal. Trump's future administration is expected to revisit this issue, as the current SAB 121 policy makes it more expensive and risky for banks to hold cryptocurrencies, therefore they are less likely to offer cryptocurrency custody services to clients.

After this news broke, the cryptocurrency market experienced a strong rebound. Bitcoin climbed from a low of $89,000 to $95,000; Ethereum also rebounded from below $3,000 to $3,100.

3. Hot Narrative

The ANIME token is scheduled to launch on the Ethereum and Arbitrum platforms in January 2025, with 50.5% of the tokens allocated to the community. ANIME aims to drive the transformation of the anime ecosystem through collaboration with decentralized brands, creating a community-owned creative economy with the goal of providing participation opportunities for over 1 billion anime fans. Community members participating in the token claim include several well-known projects.

A well-known NFT project has also announced a partnership with the Animecoin Foundation to jointly promote the construction of an open anime universe. The project showcases the unique value of Web3 in intellectual property incubation through decentralized brand building, the creation of over 100 sub-communities, hosting global events, and rich fan creations.

As a result of this news, related NFT series have generally increased, with one series seeing a daily increase of 17.45%, its derivative series experiencing a daily increase of 20.25%, and another related series achieving a daily increase of 22.86%.

Attention Value - Hot Projects

Project Introduction

$AICC | AI | @aicceleratedao

• A project launched by a team of members from well-known trading platforms, tech giants, and investment institutions.

• Aiccelerate is positioned as a DAO that balances investment and development, dedicated to promoting decentralized, open-source AI development and supporting high-potential projects in various ecosystems.

• The team is developing the first AI agent, and more information is expected to be shared in the coming weeks.

• Arc has been invited to provide consulting for Aiccelerate DAO, and the team has transferred all AICC tokens into the Arc Treasury. At the same time, there are plans to use 30% of the AICC tokens to create an AICC/ARC liquidity pair, with the generated fees being returned to the Arc Treasury to fund ecosystem programs and incentivize developer contributions. The remaining 70% of the AICC tokens have been locked in a custodial contract, with the beneficiary being the Arc Treasury, and will be released linearly over the next year.

Attention Value - Sector Rotation

Hot Sectors

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